Lewis Richard Coffey
Portfolio Manager-Fixed Income bei Windsor Capital Management LLC
Aktive Positionen von Lewis Richard Coffey
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Windsor Capital Management LLC
Windsor Capital Management LLC Investment ManagersFinance Windsor Capital Management LLC (WCM) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Darren Whitehurst in 2000 and is owned by Whitehurst Financial Services, Inc. WCM manages portfolios for families, high net-worth individuals and institutional clients. | Portfolio Manager-Fixed Income | 01.01.2011 | - |
Trading-Fixed Income | 01.01.2011 | - |
Karriereverlauf von Lewis Richard Coffey
Ehemalige bekannte Positionen von Lewis Richard Coffey
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Portfolio Manager-Fixed Income | - | 31.05.2011 |
Ausbildung von Lewis Richard Coffey
University of Minnesota | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Portfolio Manager-Fixed Income | 2 |
Undergraduate Degree | 1 |
Trading-Fixed Income | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Finance |
Windsor Capital Management LLC
Windsor Capital Management LLC Investment ManagersFinance Windsor Capital Management LLC (WCM) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Darren Whitehurst in 2000 and is owned by Whitehurst Financial Services, Inc. WCM manages portfolios for families, high net-worth individuals and institutional clients. | Finance |
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